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[Analytics] The Excel cell format is inconsistent for the first 3 rows: This issue is fixed now, and the user will be able to see the consistent Excel cell format for all the Excel cells in a single column

We have added an option to provide an email address in the Settings under the 'Transfer Ownership' section so that you can transfer the ownership to the desired user in your organization by providing the email address

The user who received the transfer request will see a message to 'Accept and Proceed'. The user will have to manually assign connections to available Saved searches.

We have added a global setting called Use selected rows only in Settings which you can access from the left menu of the app. Once turned on or off, all the data operations would take this setting as the default for all data operations.

For instance, your use case involves uploading all rows every time for record types you work with, and you don't want to turn off the setting each time you upload. You can now turn off the setting in Global Settings and you would have Upload All records as default option for all your uploads. Same behaviour is seen for other data operations as well i.e. Reload records and Delete.

With this release, we are bringing back the ability to reorder sublist fields outside of sublist while creating or editing a template so that you can order your fields as per your input data and you are not restricted to ordering fields within a sublist.

Note: With above in place, we assume that you would enter data properly for each sublist field while uploading where each header level field needs to be repeated for each new line in sublist and sublist field would have values distinct for each line.

We have introduced a new setting for Analytics users called Microsoft Grant Status which would help users know if the Microsoft Grant Consent they have given to CloudExtend to access their Excel sheet online so that schedules run properly is still active or Expired. This setting will have 3 statuses
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When you open a workbook where a search is running on schedule and the grant has expired you will see an appropriate error message guiding you to Settings page from where you can Regrant access.

Issue with data operation if active cell selection is changed after an upload or download is started: There was an issue where if the active cell changed after we initiated an upload or download, app was taking in data from the current active cell but not the one where the selection was initially. This is fixed now. Even though active cell changes your operation should continue to run fine.

Note: Even though active cell can change but if you edit a cell then the current operation either upload or download would be interrupted as we would get an exception from Excel. So, we would encourage you to edit the sheet only after the operation is done and not in middle.

With this release, you would now have an option to update your connection to point to a different role or you can update the connection when your existing connection becomes invalid due to token revoke in NetSuite.

For Analytics users, this feature would be helpful in following cases:

Issue with Refreshing reports: There was an issue where users were getting a timeout error when they were trying to refresh some of the reports in Analytics.

This is fixed now. Users should be able to refresh reports without any issue.

Issue with refreshing custom record reports: There was an issue with refreshing reports related to custom records in Analytics. If you had a saved search for any custom record in your NetSuite account and you were trying to refresh it using the Analytics app, you would get an error as shown below:

This is fixed now. You will be able to refresh reports related to custom records in Analytics without any issue.

Issue with downloading date fields that are not in MM/DD/YYYY format: There was an issue with downloading date fields in reports of Analytics when your NetSuite was using a different format for date other than MM/DD/YYYY. Before this release, we used to advise users to apply this workaround for the date field values to be written properly to Excel sheet. This workaround is not required anymore. The data should be downloaded and displayed in correct format as in NetSuite and Excel would consider it as a date value.

Before this release, in the next gen app if you created a filter, you could use that filter only in the current workbook you are working on. If you created a new workbook or you switched browsers or your machine then you had to create the filters from scratch again. This is now changed. With this release, filters are global and they can be accessed at any location be it online or desktop or new machine or new workbook as long as you are connected to same NetSuite account.

Note: Filters are shown corresponding to the record type selected. So, if you have selected a transaction record type like Sales Order, all Sales Order related filters would be visible. Similarly, if you have selected Contact record type, all contact related filters would be visible across your workbooks.

With this release, you now have the option to delete unused filters against each filter as shown below.

Delete option is available when you hover over the filter. You will be shown a warning before proceeding with delete. Once deleted, this filter will no longer be available for use in CloudExtend. Any filters you no longer require can now be removed using this option.

Formatting not getting cleared after Reload operation: There was an issue where after you perform a reload operation, the formatting of the Reserved column was not getting cleared. This was causing confusion among users as they were not sure if the data was actually refreshed from NetSuite or not. This is fixed now.

Issue with uploads: There was an issue with uploads where some users were getting an error saying "CloudExtend ran into an unexpected error" while performing upload. This was happening when large amount of data was being copy pasted at once and there were many picklist fields with values in it. This is fixed now. Upload should happen without any issue.

Issue with uploading Estimates: There was an issue for some customers who did not have the bundle installed where they were unable to upload Estimates data and were getting an error as shown below:

Issue with uploads when external id field is present: There was an issue where the upload of records was failing when external id field was added in the template and user tried to create and update. They were getting an error saying "An unexpected error has occurred" when they tried to upload. This is fixed now.

Issue with updating number fields formatted as text: There was an issue where the upload of records was failing with "An unexpected error has occurred" when there were some number type fields in their template but formatted as text probably when copy pasting data. For example: In Customer Payment template, Apply list sublist has Doc field which is number but when we copy paste the data from other sheet it might be written as text. In such cases when user tried to upload, the upload was failing with an error. This issue is fixed now.

Issue with uploads timing out: There was an issue where the upload of records was timing out and no response was written on the internal id cell. User didn't know if upload was completed or not inside NetSuite. This is fixed now. Even though the upload takes time in NetSuite, app would not time out and return internal ids of records on successful create/update.

Issue with updating custom fields on Statistical Journal Entry record: There was an issue with updating values for line level custom fields on Statistical Journal Entry record. This is fixed now.

Issue with fetching Account values for Customer Refund record: There was an issue with fetching Account picklist values for Customer Refund record. This is fixed now. You should be able to select Account from the picklist dropdown.

Previously, when user was trying to upload or delete or reload records, the default option in the add in was to do it for all records in the table. The toggle shown below was turned off by default. So, if user selected few records in Excel and clicked on Upload, Delete or Reload, all records were being submitted as that was the default. This behaviour is now changed. The default would be records from selected rows. And if user wants to upload all records in the table, he can just turn off the toggle so that all records in table are uploaded.

Once you have tried all the features of the new app and are ready to completely switch to the new app, please make sure that you download the results of all your completed burst mode uploads in old app. Because once you upgrade you will not be able to download the results of those burst mode uploads. In new version, results are auto downloaded for background uploads. You will see this on the consent window as well when you click on Upgrade either in old app or new app.
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Note: The timeline to upgrade to the new version is extended until February 10, 2024. Users that have not upgrade before will be automatically upgraded on February 12, 2024.

Issue with Item Options field in transaction records: There was an issue uploading values for Item Options field in transaction record. There was also an issue where we were not getting values of this field when download or reload was performed. This is fixed now. You should be able to work with Item Options field in transaction records.

Note: Item Options fields of all types are supported except List/Record and Document. This was the same in previous version as well. There is an issue in getting values for such types of item option from NetSuite. We are evaluating workarounds for it.

Issue with Upgrading to new version if there were any pending burst mode uploads: There was an issue with upgrading to new version if user had any pending burst mode uploads in old app. This is fixed now. User can upgrade successfully without any issues. One important note here if you have any pending burst mode results that are yet to be downloaded, please make sure to download them before Upgrading, as you will not have an option to download them in new app. In new version we auto download the results once the background upload is completed.

Previously, when downloading records without sublist fields defined in the template, CloudExtend also unnecessarily fetched all sublist data in the background slowing down your downloads. With this release we only retrieve header-level fields when your template does not contain sublist fields resulting in faster data downloads.

Once you have tried all the features of the new app and are ready to completely switch to the new app, you can choose the Upgrade Now option on the home screen as shown below. Upon selecting it, you will be asked to login with your NetSuite account. Once you login with NetSuite email address, all your templates from the old app will be migrated to the new app and your upgrade will be complete.
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Note: The timeline to upgrade to the new version is extended until February 10, 2024. Users that have not upgrade before will be automatically upgraded on February 12, 2024.

Issue with creating Intercompany Journal Entry record with more than 1,000 lines: There was an issue creating Intercompany JE and Advanced Intercompany JE which had more than 1000 lines. Background upload would work if that was default but not real time upload. This is now fixed.

Issue with download when template has numerous fields: There was an issue with downloads failing for a template which had many fields in it. For ex: If you had around 20 fields in which most of them were sub list fields, the download operation was failing. This is fixed now.

Issue with incorrect data being downloaded: There was an issue where default values for fields were being written after download when those fields didn't have any value in NetSuite. For ex: If you had a field of type number in NetSuite which didn't have any value in NetSuite, on download the value for it was written as 0 in Excel. This is fixed now.

Issue with changes in column header not being detected immediately: There was an issue where changes in column header or any change to field id in Row 1 by a power user was not recognized immediately. User had to switch to another sheet and come back for further operations like download or upload to work. This is fixed now. Changes should be detected, and further operations should work seamlessly.

Issue with Reserved column resize when warning or error message is too long: There was an issue where the Reserved column would auto resize as per the length of error message or warning message we get from NetSuite after an operation. Many a times if the text was too long it would be an annoyance to user, and they would have to resize it themselves before proceeding.

This is fixed now. The Reserved column would have a standard width and won't resize automatically based on the error or warning text.

Issue with picklist search when picklist field had Metadata configuration setup: There was an issue with picklist fields that had Metadata configuration setup in their NetSuite account to return all the values in a given format. For ex: Account field in Advanced Intercompany Journal Entry can be configured to return all accounts but with Account Number appearing first in the label. For such fields the picklist search function was not working. This is fixed now.

Issue with custom fields not available for some records: There was an issue where custom fields defined for Address Book form in Contact or Customer record in NetSuite were not being shown in the app while building the template. This was also happening with Inventory Number record where custom fields were not visible. This is fixed now. You should be able to view and add all header and line level custom fields for these records.

Issue with Pre-built templates not loading: There was an issue where if user didn't have the bundle installed the Pre-built templates were not loading and giving an error. This is fixed now. Even though you don't have the bundle installed you should still be able to view Pre-built templates and try out the features of app.

Note: We need bundle to detect if you work with subsidiaries or not. If you are seeing Pre-built templates without subsidiary fields, we recommend you install the bundle and verify it in the app.

Issue with templates having special characters in their column labels: There was an issue with templates that had special characters in the column labels like # or (. Because of this issue upload was failing due to an unexpected error. Users had to remove the characters manually and reload the app for it to work. This is not required now. Even though the template has special characters in it, the upload should work fine.

Issue with custom fields not available for Advanced Intercompany Journal Entry: There was an issue where line level custom fields defined for your Advanced Intercompany Journal Entry record in NetSuite were not being shown in the app while building the template. This is fixed now. You should be able to view and add all header and line level custom fields of Advanced Intercompany Journal Entry to the template and work with it.

Issue with organization templates: There was an issue with organization templates where once you share a template with organization, it was not visible to other users. This is fixed now. You should be able to share templates with other users in your organization. To Learn more about Organization templates, click here.

Issue with upload when there was data outside the table: If user had some data outside the table and when he tried uploading the rows, he would get an error saying "CloudExtend ran into an unexpected error.". This is fixed now. Even if you have data outside the table, upload should still work.

The app UI has a new and refreshed look with fonts and colors aligning with the CloudExtend brand.

Issue with editing templates when there are custom fields in it: There was an issue with editing templates when there were custom fields in the template. The fields list was not visible when user clicked on edit template. This issue is fixed now. You should all the fields in the template while editing and save it.

Issue with data operations on table that had unbound columns: If user added a read only column or formula column in middle of CloudExtend table that has template fields, the data operations on that table were not working as expected. Upload was giving an error, Download and Refresh were not downloading data in correct columns. This is fixed now. You can add unbound or non CloudExtend column in the CloudExtend table and perform operations. It should work fine without any issues.

You will now have an option to delete your template when you hover over the name and click on the 3 dot menu. You can remove any unwanted templates that you no longer need using this option. This delete would be a permanent delete and you won't be able to restore the template once deleted.

As a new user of the beta application, if you are visiting the app for the first time, you will be asked to submit a form similar to the one seen on CloudExtend website. Once submitted you will be taken to the screen where you can get familiar with our Getting Started Guide and also check your trial status. Once your trial is setup by CloudExtend team, check trial status call would succeed and you will be taken to NetSuite Connection creation view.

You will now be able to create Gift Certificate record via the transaction records Sales Order, Cash Sale and Invoice. Make sure to add the Gift Certificate related fields in your transaction template. Once done, Gift Certificate record would be created in NetSuite with a unique GC code. You can use the Gift Certificate template to update fields like email, expirationDate, message, name and sender. Following fields can not be updated: original amount and remaining amount. You cannot delete the Gift Certificate record as it is not supported by NetSuite. Download and refresh can be done.

You will now be able to add notes to your record types in NetSuite using the Note record type in the beta application. For ex: if you have to add Notes to Contact record, create a template for Note record type, fill in the details and select your relevant contact in Entity field and upload. You can download, delete and refresh the records as well.

Issue with free form text fields with leading zeroes showing incorrect data on refresh using Analytics feature: There was an issue with free form text fields with leading zeroes when you refreshed the saved search containing such fields using Analytics. The leading zeroes were missed when writing data to the table showing incorrect data on the table. This is fixed now.

With this release, beta users will now have access to both Data Management and Analytics app in a single application provided they have licenses for both. They no longer must install separate applications, go through the setup, login and connect to NetSuite process in each of the apps. In the new app, users would just have to login with their Microsoft or Google account once and connect to NetSuite and they would have to access to both feature sets of Data Management and Analytics in single UI and they can seamlessly switch between the two and work with their NetSuite data.

If you are on an Analytics report and try to access Data Management features those features would be disabled. Users can, however, use the data downloaded by the Analytics app in a Data Management template to upload via Data Management. For more such tips on how to make the most of both the apps you can refer to this article.

With this release, Analytics users will now be able to add multiple connections and run reports belonging to multiple connections in the same workbook. You no longer have to disconnect from current NetSuite account, stop the schedules to connect to a different NetSuite account. You can simply add a new connection and set it as active to work with that NetSuite account.

Note: When you set a connection as Active that means you will be able to fetch saved searches of your active NetSuite connection while creating a report but if you want to manually refresh reports on your workbook belonging to different connections you can do that.

You will now be able to give a user friendly name to your NetSuite connections so that you can easily refer to the connection with that name in future. You will also be able to edit the connection name inline and save it.

You will now be able to create, update, download and delete Inventory Cost Revaluation record type from beta app. This record has a limitation in NetSuite where we are unable to get values for component items field. We implemented a workaround where users can now see all items in item drop down. It will be on user to select the correct item.

You will now be able to create, update, download and delete Manufacturing Cost records in NetSuite from beta app. There is a field called Cost Detail List: Item in this record which has an issue from NetSuite where its not returning the correct set of items. As a workaround, we are showing all Other Cost items in the list for user to select.

Users will now be informed that bundle install is mandatory before creating NetSuite connection in the app itself so that users can avoid any errors when they try to use that Connection.

Issue with location id showing as blank when downloading Inventory Item: There was an issue with Location List: Location Id field showing as blank when downloading Inventory Items. When we double clicked the cell and checked the internal id of the value would be written but not the label. This is now fixed. Users should see proper values of location if when download happens.

Issue with creating prospects: There was an issue with entity status field in Customer record type where if we want to set the status as Prospect and create Prospect record, it was giving an error. This is fixed. now.

With this release, the beta app will now support Organization templates using which you can share a template that you created with other users in your organization. When you are saving the template, you will get an option if you want to share the template with organization. Once selected, this template will now be visible to all users who are part of your Enterprise license. All other users can now see the template shared under Organization Templates section.

You can use these organization templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

With this release, you will now have an option to Login with Google. This is particularly useful to users who don't have a Microsoft login and still want to use the app. They can now Login with Google account and continue using the app.

You will now be able to create or update Intercompany transfer orders from beta app. This record has an open defect in NetSuite where we are unable to get values for item field and transfer location. We implemented a workaround where users can now see all items in item drop down and all locations irrespective of subsidiary selected. It will be on user to select the correct item and location.

You will now be able to update subsidiary list corresponding to a Vendor in NetSuite. In Vendor record type users were not able to give a list of subsidiaries when creating or updating the record. NetSuite has exposed a different record type called Vendor Subsidiary Relationship to perform such update. With this release, this record will now be supported and you can associate list of subsidiaries to a Vendor in NetSuite.

You will now be able to navigate to Templates from Left Menu once you load the template in case you want to edit the template after reload and add or remove any fields. Before this release, users had to create a new sheet or clear existing table to view the home page and then navigate to templates. This experience is now improved and users can directly navigate to templates view from left menu after template is loaded.

Issue with updating a specific price level value in Pricing Matrix of an Item: There was an issue with updating a specific price level value in Pricing Matrix of an Item. Even though we would set the field replace All as false, it would still override all values in NetSuite with the ones sent in update request. This is now fixed. Users should be able to edit price values belonging to specific price level in the Pricing Matrix and other values can remain as is.

With this release, the beta app will now support Pre-built templates using which you can get started very quickly without having to build a template from scratch. You will get access to 40 Pre-built templates spanned across commonly used record types which have commonly used standard fields in each so that users can easily load them with one click and start downloading or creating records

You can use these pre built templates as is or edit them and add or remove any fields you want. Once you edit them these templates will be saved to your profile and they would be visible under My Templates section.

With this release, you will now have an option to Refresh picklist values so that any new value added in NetSuite and not visible in the picklist options inside the Beta app can now be brought in by using the Refresh picklist option.

With this release, users now can work with Item Demand Plan record. This record is useful to maintain future inventory (based on daily/weekly/Monthly basis) for an item based on it's past orders. This record type was not exposed before as there were some outstanding issues. Those are now resolved and this record is now available.

In the first release of beta, if your table had more than 200 rows of data, we would switch to background mode of upload by default. This is now changed as we understand that users can have 200 rows of data for a custom record or a single Journal Entry with 200 lines and they would still want that upload to go via real time. So the new values are as below

Note: 💡 Users will still see the prompt to switch to background mode if one of their batches takes more than 40 seconds to upload. They can either ignore it or switch to background mode at that point.

Issue with picklist values not loading when we move to that cell: There was an issue with picklist values where when we load the template for first time and try to view picklist values for a cell, it wouldn't load the values. Users had to switch cells for it to load the values. This is now fixed.

Issue with Other Ref Number filter for SalesOrder: There was an issue where users were not able to download with filter for field Other Ref Number in Sales Order record and were seeing an error like below.

This is now fixed in the beta version and users should be able to download SalesOrders with filter for Other Ref number.